Baypointe Partners LLC

Portfolio Overview

Baypointe Partners LLC disclosed 15 positions worth $41.7M in its Form 13F-HR for Q2 2026, led by $HD (HOME DEPOT, INC.) at 16.9% of the equity portfolio, followed by $ULTA and $JPM. During the quarter the fund opened 3 new positions and exited 8 — including a new stake in $ULTA and a full exit from $LOW. The portfolio is most concentrated in Consumer Discretionary (66.5% of disclosed assets). All figures are sourced directly from Baypointe Partners LLC’s Form 13F-HR filing with the SEC under CIK 2044734.

• 

  HOME DEPOT, INC.

  $HD

  60.1#860

  Quality

  $7.1M20,000 sh
• 

  Ulta Beauty, Inc.

  $ULTA

  67.0#370

  Quality

  $6.8M15,000 sh
• 

  JPMORGAN CHASE & CO

  $JPM

  70.3#214

  Quality

  $6.5M20,000 sh
• 

  DOMINOS PIZZA INC

  $DPZ

  59.7

  Quality

  $4.2M14,286 sh
• 

  Uber Technologies, Inc

  $UBER

  73.3

  Quality

  $2.6M35,714 sh
• 

  RH

  $RH

  52.1

  Quality

  $2.4M14,286 sh
• 

  Walmart Inc.

  $WMT

  59.9

  Quality

  $2.0M17,857 sh
• 

  MCDONALDS CORP

  $MCD

  68.6

  Quality

  $1.9M7,142 sh
• 

  Celsius Holdings, Inc.

  $CELH

  66.4

  Quality

  $1.5M50,000 sh
• 

  Chewy, Inc.

  $CHWY

  55.7

  Quality

  $1.4M71,429 sh

Company	Quality	Value	Shares
HOME DEPOT, INC.$HD	60.1#860	$7.1M	20,000
Ulta Beauty, Inc.$ULTA	67.0#370	$6.8M	15,000
JPMORGAN CHASE & CO$JPM	70.3#214	$6.5M	20,000
DOMINOS PIZZA INC$DPZ	59.7	$4.2M	14,286
Uber Technologies, Inc$UBER	73.3	$2.6M	35,714
RH$RH	52.1	$2.4M	14,286
Walmart Inc.$WMT	59.9	$2.0M	17,857
MCDONALDS CORP$MCD	68.6	$1.9M	7,142
Celsius Holdings, Inc.$CELH	66.4	$1.5M	50,000
Chewy, Inc.$CHWY	55.7	$1.4M	71,429

Showing top 10 of 15 holdings.

Full Holdings — Baypointe Partners LLC (Q2 2026)

All 15 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$HD	HOME DEPOT, INC.	$7.1M	16.9%	+0%	60.1
2	$ULTA	Ulta Beauty, Inc.	$6.8M	16.2%	NEW	67
3	$JPM	JPMORGAN CHASE & CO	$6.5M	15.7%	-20%	70.3
4	$DPZ	DOMINOS PIZZA INC	$4.2M	10.1%	+155%	59.7
5	$UBER	Uber Technologies, Inc	$2.6M	6.2%	+28%	73.3
6	$RH	RH	$2.4M	5.6%	-71%	52.1
7	$WMT	Walmart Inc.	$2.0M	4.8%	NEW	59.9
8	$MCD	MCDONALDS CORP	$1.9M	4.6%	+28%	68.6
9	$CELH	Celsius Holdings, Inc.	$1.5M	3.5%	-67%	66.4
10	$CHWY	Chewy, Inc.	$1.4M	3.4%	-15%	55.7
11	$PEP	PEPSICO INC	$1.4M	3.3%	NEW	63.2
12	$AN	AUTONATION, INC.	$1.3M	3.2%	-52%	47.5
13	$KMB	KIMBERLY CLARK CORP	$1.1M	2.6%	-90%	58.4
14	$CL	COLGATE PALMOLIVE CO	$916,800	2.2%	-80%	61
15	$TSCO	TRACTOR SUPPLY CO /DE/	$677,371	1.6%	+7%	54.8